Future-Proof Estate Planning

SERVICES FOR BUSINESS OWNERS

We can advise on a range of products and services that will benefit every member of staff within a business.

We are happy to work closely with your existing business advisors to ensure that everyone is aware of the significant protections that proper estate planning can afford them and their families. This can include; 

How to add estate planning to your Employee benefits/staff welfare offering

Putting business lasting powers of attorney in place

Making sure the directors/shareholders families are properly protected in the event of death or serious illness of a “key person”

Tax effective succession planning for family run businesses